„First and foremost, we are human beings:
loyal, personally committed and dedicated to our clientele. This is where we see our own strength. Our aim is not simply to look after our client’s assets but to look after our clients themselves“

Unlike a bank, we are completely free in selecting investment opportunities and instruments. Independent and without any conflict of interest. Thus, we always opt for the most interesting solution: the most favorable for you.

This sort of independence also gives us the freedom to take all the time needed to serve and assist you thoroughly. Apart from managing your bankable assets, we provide advisory services and consult you in all other related issues and questions. Always taking into account your personal wishes and individual objectives, we offer you the right solution: reliable - sustainable – consistent.

Needless to mention; expertise, integrity and mutual confidence as well as total dedication are indispensable. In the many years, we have been doing business, we have also learnt that a truly successful relationship between a client and its consultant depends on the kind of quality that evolves from openness, honesty and continuity. In short: mutual trust and a chemistry that feels good for both parties.

Our focus is on needs. Your needs. From systematic analysis of your and your family’s current and future environment, needs and legal situation all of which are essential to the individual solution, its implementation and regular review and control.

A partnership of this kind is reassuring not only our exclusive group of clients. But also us.

Trust in a honest partnership: You and us.

We listen to our clients carefully: And take all the necessary time.

We offer our clients solutions: Customized with focus on their needs.

We have only one obligation: Our clients and their interests.

We are constantly aiming for more: It’s the least we can do for our clients.

We are dedicated to our client’s needs: And act ethnically and morally correct.

We respect and obey the laws and regulations governing the Swiss financial market as well as professional standards and rules: Rigorously without any exception.

We act together as a team supporting and assisting each other with mutual respect and dignity.

We are proud of our reputation. And will not rest on our laurels.

You may count on us: Our “Credo”.

Our Team

Caroline Dangel

Head Administration & Secretariat

dangel@hpvv.ch
+41 44 420 16 22

Roland Gloor

Wealth Manager

gloor@hpvv.ch
+41 56 200 15 20

Kurt Haug

Wealth Manager

haug@hpvv.ch
+41 44 420 16 20

Stefan Helbling

Portfoliomanager

helbling@hpvv.ch
+41 44 420 16 23

Werner Huber

CEO and Managing Director

info@hpvv.ch
+41 44 420 16 16

Daniel Just

Wealth Manager

just@hpvv.ch
+41 44 420 17 75

Roger Keller

Head Portfolio Management

keller@hpvv.ch
+41 44 420 16 19

Brigitta Leiser

Wealth Manager

leiser@hpvv.ch
+41 44 840 1414

Werner Wassmer

Wealth Manager

info@hpvv.ch
+41 44 420 1616

Herbert Winiger

Wealth Manager

winiger@hpvv.ch
+41 56 209 15 07

We emphasize personal relationships: The team.

1996

Huber & Partner Wealth Management AG founded and registered in the Kanton of Zurich

1998

Member of Swiss Association of Asset Managers (VSV-ASG)

2000

Member of Swiss Society of Financial Analysts and Portfolio Managers (SFAA)

2006

Office opened in Watt/Regensdorf

2016

Integration of haug&partner ag, wealth management, Zurich and Baden, established in 1987

Your wealth managers: Huber & Partner – Swiss made.

Our style is your style. The investment process is determined exclusively by your needs and objectives. You define the goals, risk aversion and your investment horizon. We show you the way. Clearly, openly and honestly. Without promising unrealistic performance and benefits.

Personal objectives and priorities change over time as individuals go through different stages of life. Often these changes influence the personal financial situation. In personal conversations with you on your objectives, “haves & needs”, taking into account your consolidated wealth, your family’s environment and your legal and fiscal situation, we advise and assist you in achieving your set goals. Always taking the same approach: a different one for every single need.

At Huber & Partner your personal advisor and wealth manager looks after the entire investment jprocess, acting as coach of his client. As a result, you have the assurance that your objectives are taken into account at every single step. Now and in the future.

Listening

Reviewing

You and We

Designing

Implementing

Listening

You

investment objectives

time horizon

risk tolerance

liquidity needs

fiscal aspects

legal restrictions

assets / liabilities

„Profile“

Designing

Strategy

investment categories

instruments

currencies

reference currency

„Asset allocation“

Implementing

Tactic

Analysis

macro economy

geopolitics

markets

a) fundamental
b) technical
c) statistical

Investments

selection

roation

re-allocation

„Asset allocation“

Reviewing

Performance

markets

portfolio

return

a) absolute
b) relative
c) risk-adjusted

„Monitoring“

We invariably take the same approach: A different one fir every single need.

Your objectives
Based on your individual risk profile and your personality, your wealth manager and personal advisor defines together with you the strategical asset allocation (SSA). We focus on your needs and do neither offer any strategies from the shelf nor standard products.

Example: Investment objective

generating ongoing interest and dividend income as well as capital profits and the re-investment

mid- to long-term investment horizon; i.e. five years plus as a general rule

low to non liquidity needs

taking into account fluctuations of the overall portfolio’s market value due to and in conformity with market and price volatility of bonds foreign currencies, equities and other investments

average risk aversion

Our Strategy
Risk profile and investment objectives define the market neutral, strategic asset allocation and the long-term performance. We explain what is possible and can be achieved: clearly and honestly. And without unrealistic performance promises.

We invariably take the same approach: A different one fir every single need.

The expected total return of a portfolio is a result / function of risk and return. The higher the expected return (vertical axis) the higher the risk (horizontal axis). The strategic asset allocation, the diversification by investment instruments and the structure of your portfolio are, thus, accountable for the long-term return and success. And your satisfaction.

Return and risk: Feel good.

Huber & Partner offer you a great deal more than simple asset management. Our services cover every single aspect of your financial needs. With an added value.

In order to ensure the future of your family and business interests, preserve your assets and avoid the possibility of long and tedious wrangling over your estate, we assist you in wording and drawing up your last will and act as executors of your estate. We also provide tax consultancy. If you file your tax declaration in Switzerland, we draw up the tax return for the corresponding authorities at your domicile. We establish tax-conform Trusts, Foundations and Companies and represent you and your interests on the Board of Directors.

Whenever it makes sense we cooperate with specialists, e.g. reputable tax and legal consultants and lawyers. We maintain long lasting relationships to the leading bank in Switzerland offering their global banking network and custodian services.

And as an active Memer of the Swiss Associaiton of Asset Managers (VSV/SAAM) as well as the Swiss Society of Financial Analysts and Portfolio Managers (SSPP), we are committed to ensuring services of the highest possible quality and maintaining rigorous moral and ethical standards.

Ultimately, however, the motivation to accept new challenges and to provide outstanding services comes from our most important partner: Our distinguished clientele. That’s you.